Open a Resource Card (from the Tasks with Not Fully Booked Capacity Need Submodule)

Use the Tasks with Not Fully Booked Capacity Need submodule to open a resource card.

To use Tasks with not Fully Booked Capacity Need, you must have access to Scheduling as defined in User Access Rights under Settings.

To open a resource card:

  1. On the main toolbar, click Scheduling .
  2. In the left pane of the Scheduling page, click Task Follow-Up > Tasks with Not Fully Booked Capacity.
  3. Apply filters to resource data.
    1. On the grid toolbar, click Filter .
    2. In the Filter dialog box, select the filters that you want to use and click Apply.
      When they are selected or cleared, the filters are applied automatically.
  4. In the grid, double-click a resource thumbnail.
    WorkBook displays the resource card in a floating window.